Latest Institutional Transactions on Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information on the latest institutional transactions involving Spdr Portfolio S&P 500 High Di (SPYD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
240K+ 604.61% |
$9.14M - $9.93M
|
279K
$12.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.8KNew |
$983K - $1.07M
|
25.8K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
150+ 30.0% |
$5.72K - $6.21K
|
650
$28.4K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-70.3K- 73.89% |
$2.68M - $2.91M
|
24.8K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
4+ 1.66% |
$152 - $166
|
245
$10.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.1K- 59.62% |
$41.9K - $45.6K
|
745
$32.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
600New |
$22.9K - $24.9K
|
600
$26.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-8- 0.74% |
$305 - $331
|
1.08K
$47K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-44.9K- 100.0% |
$1.71M - $1.86M
|
2
$87.4
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.83KNew |
$260K - $283K
|
6.83K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.97KNew |
$113K - $123K
|
2.97K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
792+ 9.91% |
$30.2K - $32.8K
|
8.78K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-141- 4.17% |
$5.37K - $5.84K
|
3.24K
$142K
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
149+ 2.74% |
$5.68K - $6.17K
|
5.58K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
100+ 80.0% |
$3.81K - $4.14K
|
225
$9.83K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10New |
$381 - $414
|
10
$437
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
22.3K+ 19.18% |
$849K - $923K
|
138K
$6.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
281+ 10.47% |
$10.7K - $11.6K
|
2.96K
$130K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
579New |
$22.1K - $24K
|
579
$25.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-21- 2.47% |
$800 - $870
|
830
$36.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-390- 1.95% |
$14.9K - $16.2K
|
19.6K
$856K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
25.8K+ 10.76% |
$983K - $1.07M
|
265K
$11.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.8% |
$76.2 - $82.8
|
113
$4.94K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
16.1KNew |
$613K - $667K
|
16.1K
$704K
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
630+ 8.4% |
$24K - $26.1K
|
8.13K
$355K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
954+ 7.32% |
$36.3K - $39.5K
|
14K
$611K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-887- 12.52% |
$33.8K - $36.7K
|
6.2K
$271K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
18+ 0.31% |
$686 - $746
|
5.92K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
50+ 0.8% |
$1.91K - $2.07K
|
6.3K
$275K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-8- 1.4% |
$305 - $331
|
563
$24.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-295K- 98.27% |
$11.2M - $12.2M
|
5.19K
$227K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-250- 1.53% |
$9.53K - $10.4K
|
16.1K
$702K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.02K- 16.99% |
$38.8K - $42.2K
|
4.97K
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.29KNew |
$163K - $178K
|
4.29K
$188K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-730- 11.16% |
$27.8K - $30.2K
|
5.81K
$254K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
11New |
$419 - $456
|
11
$481
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.05KNew |
$116K - $126K
|
3.05K
$133K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 3.33% |
$38.1 - $41.4
|
31
$1.36K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-52- 17.93% |
$1.98K - $2.15K
|
238
$10.4K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 9.1% |
$72.2K - $78.5K
|
18.9K
$827K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
574New |
$21.9K - $23.8K
|
574
$25.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-155- 96.27% |
$5.91K - $6.42K
|
6
$262
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-522- 5.06% |
$19.9K - $21.6K
|
9.79K
$428K
|
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
215+ 1.08% |
$8.19K - $8.91K
|
20K
$876K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
105New |
$4K - $4.35K
|
105
$4.59K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 3.23% |
$38.1 - $41.4
|
32
$1.4K
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.91K- 0.93% |
$72.9K - $79.2K
|
204K
$8.92M
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$226 - $244
|
6
$262
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
20KNew |
$754K - $814K
|
20K
$874K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-10.2K- 61.37% |
$383K - $413K
|
6.39K
$279K
|
|